Insights & Market Commentary

April 1, 2026

By James Okafor, CFP®, CPA

Strategic charitable giving can amplify your philanthropic impact while providing significant tax benefits.

March 15, 2026

By David Chen, CFA®, CAIA®

Market volatility is inevitable. Here's how a disciplined investment approach can protect and grow your wealth through uncertainty.

March 2, 2026

By David Chen, CFA®, CAIA®

Our investment committee's outlook for Q1 2026, including key risks and opportunities across asset classes.

February 20, 2026

By Catherine Meridian, CFP®, CFA®, CPWA®

Not all financial advisors are held to the same standard. Here's why fiduciary duty matters for your financial future.

February 15, 2026

By Sarah Mitchell, CFP®, ChFC®

The traditional 4% withdrawal rule may not be optimal for everyone. Here are five alternative strategies to consider.

February 1, 2026

By Robert Kim, JD, LL.M.

Why a will alone isn't enough, and how advanced estate planning strategies can protect and transfer your wealth more efficiently.

January 20, 2026

By James Okafor, CFP®, CPA

Key tax law changes taking effect in 2026 and strategies to optimize your tax position.